Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Insights from the August 2021 Company Reporting Season

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market foll...

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Month in Review for August 2021

The monthly summary of global markets, movements, and recent data (Month in Review – July 2021) is now available. It pro...

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Latest Corporate Actions Journal

Lonsec’s latest Corporate Actions Journal has been updated. It includes information and corporate action recommendations...

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Chart of the Week: is the ASX200 PE ratio really elevated or not?

A common thing you see written out there in the financial press is how highly elevated the PE  ratio (price earnings rati...

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ETF/LIC Updates: VISM, VGE, VSO, VAE, VTS, VBLD, VAP, VEQ, VGS, VAS, VGAD, VLC, VEU

Vanguard MSCI International Small Companies Index ETF Recommendation Change: — / ASX Code: VISM Lonsec has maintaine...

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ETF/LIC Updates: ACQ, IMPQ, IOZ, ISO, ILC, AMVE, ARG

Acorn Capital Investment Fund Limited Recommendation Change: ▲ / ASX Code: ACQ Lonsec has upgraded the Company’s r...

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Company Updates: OSH, GOR, MQG, QUB, SOL

13/09/2021 Santos Limited (STO) and Oil Search Limited (OSH) announced on Friday they have entered into a definitive agree...

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Change to Core Model Shares Portfolio

There have been some changes to Lonsec’s Core Model Shares Portfolio. In this review, Lonsec has elected to remove two s...

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Global Equities Sector Review – Themes and Observations

Lonsec has recently completed its Global Equities Sector Review, where a rating/recommendation has been ascribed to each f...

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